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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$19.62
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets394.16M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LSVAX vs NAESX Comparison Chart
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LSVAX vs. NAESX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. LSVAX (394M). NAESX pays higher dividends than LSVAX: NAESX (1.31) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (27 years) vs NAESX (64 years). LSVAX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. LSVAX (5.77). NAESX return over 5 years is better than : 48.81 vs. LSVAX (-25.20).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 64 years | - |
| Gain YTD | 3.318 | 3.370 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 5.77 | 21.23 | 27% |
| Returns for 3 years | -22.45 | 17.16 | -131% |
| Returns for 5 years | -25.20 | 48.81 | -52% |
| Returns for 10 years | -38.38 | 126.44 | -30% |
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